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Data as at: 10/07/2026

Fund manager benchmark
FTSE AllSh TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
CT Global Managed Portfolio Income Share price total return 24.0 46.0 22.5 94.7
Flexible Investment AIC sector Share price total return 13.1 32.9 21.6 91.8
CT Global Managed Portfolio Income NAV total return 20.2 44.7 25.0 98.5
Flexible Investment AIC sector NAV total return 11.4 30.3 34.2 124.0
Morningstar UK * Total return 20.0 56.8 68.2 121.8
Return type 1 year 3 years 5 years 10 years
CT Global Managed Portfolio Income Share price total return 12,400 14,600 12,250 19,470
Flexible Investment AIC sector Share price total return 11,310 13,290 12,160 19,180
Morningstar UK * Total return 12,000 15,680 16,820 22,180
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Discrete annual performance (%) Discrete annual performance (£)

Return type 10/07/21 - 22 10/07/22 - 23 10/07/23 - 24 10/07/24 - 25 10/07/25 - 26
CT Global Managed Portfolio Income Share price total return -8.1 -8.6 13.1 4.1 24.0
CT Global Managed Portfolio Income NAV total return -6.7 -8.3 14.5 6.0 20.2
Morningstar UK * Total return 1.8 5.4 18.0 12.4 20.0
Return type 10/07/21 - 22 10/07/22 - 23 10/07/23 - 24 10/07/24 - 25 10/07/25 - 26
CT Global Managed Portfolio Income Share price total return 9,190 9,140 11,310 10,410 12,400
Morningstar UK * Total return 10,180 10,540 11,800 11,240 12,000
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